HomeMy WebLinkAboutAgenda - 06-27-2002 - 5a 1
ORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: June 27, 2002
Action Agenda
Item No. J'9
SUBJECT: Adoption of 2002-03 Budget, Capital and Grant Project Ordinances
DEPARTMENT: Budget PUBLIC HEARING: (Y/N) No
ATTACHMENT(S):
• Attachment 1: Orange County Budget
Ordinance for FY 2002-03 INFORMATION CONTACT:
• Attachment 2: Adjustments to the Manager's Donna Dean, 245-2151
Recommended 2002-03 Budget
• Attachment 3: Summary of Grant Project TELEPHONE NUMBERS:
Ordinances Hillsborough 732-8181
• Attachment 4: Summary of County and Chapel Hill 968-4501
School Capital Project Ordinances Durham 688-7331
• Attachment 5: Six Month Hiring Freeze Policy Mebane 336-227-2031
• Attachment 6: Personnel Ordinance
Revisions
PURPOSE: To approve the 2002-03 budget ordinance, capital project ordinances, grant project
ordinances, Six Month Hiring Freeze Policy, personnel ordinance revisions and fee schedule accordance
with the actions taken by the Board of Commissioners at the June 24, 2002 budget work session.
BACKGROUND:
Budget Ordinance — At the June 24, 2002 budget work session, the Board of County
Commissioners approved the budget for the upcoming 2002-03 fiscal year. The attached
spreadsheet, Adjustments to the 2002-03 Manager's Recommended Budget, outlines the Board's
changes. The attached Budget Ordinance for FY 2002-03 also reflects the changes that the Board
made.
Grant Project Ordinances — The 2002-03 fiscal year budget includes several State and Federally
funded projects. These projects are accounted for in a separate fund and are shown in the Budget
document on the associated departmental pages under"Other Funds." Attachment 3 of this abstract
provides a summary of the individual grant project ordinances. Copies of the individual grant project
ordinances will be available for the Board at the June 27,2002 BOCC meeting.
Capital Project Ordinances — This year the Board made changes to some existing capital project
ordinances and approved funding for other School and County projects. Attachment 4 of this
abstract provides a summary of the individual capital project ordinances for both School districts and
the County projects. Copies of the ordinances will be available for the Board at the June 27,2002
BOCC meeting.
2 •
Six Month Hiring Freeze — At the June 24, 2002 budget work session, the Board approved a six-
month hiring freeze of non-critical positions for fiscal year 2002-03. Attachment 5 of this abstract is a
copy of the Six Month Hiring Freeze Policy that was included in the Manager's Recommended 2002-
03 Budget Appendix C.
Personnel Ordinance Revisions —The approved budget for fiscal year 2002-03 does not provide
for In-Range Salary Increases or Meritorious Service Awards. Attachment 6 of this abstract,
Personnel Ordinance Revisions, suspends the provisions for these programs as of July 1, 2002 for
employees with WPPR review dates of July 1, 2002 and after.
FINANCIAL IMPACT: Adoption of the ordinances establishes the authority to implement the County's
budget, grant and capital ordinances, six month hiring freeze of non-critical positions, personnel
ordinance revisions and fee schedule for FY 2002-03.
RECOMMENDATION(S): The Manager recommends that the Board of County Commissioners
implement the six month hiring freeze of non-critical positions and approve the budget, grant and capital
ordinances, personnel ordinance revisions and fee schedule for FY 2002-03.
4
Attachment 1. Fiscal Year 2002-03
Budget Ordinance
Orange County, North Carolina
Be it ordained by the Board of Commissioners of Orange County
Section I. Budget Adoption
There is hereby adopted the following operating budget for Orange County for this fiscal
year beginning July 1, 2002 and ending June 30, 2003, the same being adopted by fund
and activity, within each fund, according to the following summary:
Fund Current Interfund Fund Balance Total
Revenue Transfer Appropriated Appropriation
General Fund $113,084,838 $3,436,304 $2,666,008 $119,187,150
Emergency Telephone Fund $363,535 $0 $0 $363,535
Fire Districts Fund $1,821,516 $0 $51,564 $1,873,080
Section 8 (Housing) Fund $4,488,536 $0 $0 $4,488,536
Community Development $677,762 $0 $0 $677,762
Fund
Efland Sewer Operating Fund $46,000 $34,000 $0 $80,000
Revaluation Fund $0 $85,000 $56,277 $141,277
Visitors Bureau Fund $558,750 $0 $143,495 $702,245
Solid Waste/Landfill $4,380,212 $0 $1,862,484 $6,242,696
Operations Fund
Section II. Appropriations
That for said fiscal year, there is hereby appropriated out the following:
Function Appropriation
General Fund
Community Maintenance $1,292,542
General Administration $4,375,417
Taxation and Records $2,615,031
Community Planning $2,636,608
Human Services $28,166,125
Public Safety $10,973,213
Public Works $4,038,718
Education $44,150,357
Contributions to Outside Agencies $1,744,291
Miscellaneous $1,023,809
Debt Service $16,229,355
Transfers to Other Funds $1,941,684
Total General Funoi $119,187,150
Emergency Telephone System
Fund
Public Safety $363,535
Total Emergency Telephone $363,535
System Fund
Fire Districts
Cedar Grove $132,346
Chapel Hill $552
Damascus $17,386
Efland $153,140
Eno $203,109
Little River $124,296
New Hope $226,420
Orange Grove $210,069
Orange Rural $324,443
South Orange $309,175
Southern Triangle $61,314
White Cross $110,830
Total Fire Districts Fund $1,873,080
Section 8 (Housing) Fund
Human Services $4,488,536
Total Section 8 Fund $4,488,536
Community Development Fund (Affordable Housing
Program)
Human Services $60,000
Total Community Development $60,000
Fund(Affordable Housing
Program)
Community Development Fund
(HOME Program)
Human Services $617,762
Total Community Development $617,762
Fund
Efland Sewer Operating Fund
Public Works $80,000
Total Efland Sewer Operating $80,000
Fund
Revaluation Fund
Taxation and Records $141,277
Total Revaluation Fund $141,277
Visitors Bureau Fund
Community Planning $702,245
Total Visitors Bureau Fund $702,245
Solid Waste/Landfill Operations
Solid Waste/Landfill Operations $6,242,696
Total Solid Waste/Landfill $6,242,696
Operations
Section III. Revenues
The following fund revenues are estimated to be available during the fiscal year
beginning July 1, 2002 and ending June 30, 2003, to meet the foregoing appropriations:
Function Appropriation
General Fund
Property Tax $77,904,343
Sales Tax $15,697,712
Licenses & Permits $1,360,285
Intergovernmental $11,042,411
Charges for Services $5,743,292
Investment Earnings $600,000
Miscellaneous $736,795
Transfers from Other Funds $3,436,304
Appropriated Fund Balance $2,666,008
Total General Fund $119,187,150
Emergency Telephone System Fund
Charges for Services $363,535
Total Emergency Telephone System $363,535
Fund
Fire Districts
Property Tax $1,812,269
Investment Earnings $9,247
Appropriated Fund Balance $51,564
Total Fire Districts Fund $1,873,080
Section 8 (Housing) Fund
Intergovernmental $4,488,536
Total Section 8 Fund $4,488,536
Community Development Fund (Affordable Housing
Program)
Intergovernmental $60,000
Total Community Development Fund $60,000
(Affordable Housing Program)
Community Development Fund (HOME
Program)
9 )
Intergovernmental $617,762
Total Community Development Fund $617,762
(HOME Program)
Efland Sewer Operating Fund
Charges for Services $46,000
Transfers from Other Funds $34,000
Total Efland Sewer Operating Fund $80,000
Revaluation Fund
Transfers from Other Funds $85,000
Appropriated Fund Balance $56,277
Total Revaluation Fund $141,277
•
Visitors Bureau Fund
Occupancy Tax $450,000
Intergovernmental $93,750
Investment Earnings $15,000
Appropriated Fund Balance $143,495
Total Visitors Bureau Fund $702,245
Solid Waste/Landfill Operations
Sales&Fees $3,955,125
Intergovernmental $140,000
Miscellaneous $500
Licenses & Permits $154,587
Interest on Investments $130,000
Appropriated Reserves $1,862,484
Total Solid Waste/Landfill Operations $6,242,696
Section IV. Tax Rate Levy
There is hereby levied for the fiscal year 2002-03 a general county-wide tax rate of 83
cents per$100 of assessed valuation. This rate shall be levied in the General Fund.
Special district tax rates are levied as follows:
Cedar Grove 7.30
Chapel Hill 2.00
Damascus 2.60
Efland 2.85
Eno 4.40
Little River 4.50
New Hope 5.00
Orange Grove 3.90
Orange Rural 4.60
South Orange 8.50
Southern Triangle 2.60
White Cross 4.80
Chapel Hill-Carrboro School District 19.20
Section V. School Current Expense
The current expense allocation for both school districts is $42,293,960. Of that total,
there is hereby allocated a lump sum of $26,201,624 for Chapel Hill-Carrboro City
Schools and $16,092,336 for the Orange County Schools. This appropriation equates to
$2,516 per student based on the March 2002 North Carolina Department of Public
Instruction certified average daily membership of 10,414 for Chapel Hill-Carrboro City
Schools and 6,396 for the Orange County Schools.
Section VI. School Recurring Capital Outlay
The recurring capital outlay for both school districts is $1,856,397. There is hereby
appropriated $1,150,038 for Chapel Hill-Carrboro City Schools for recurring capital.
There is hereby allocated $706,359 for Orange County Schools for recurring capital.
•
Section VII. Schedule B License
In accordance with Schedule B of the Revenue Act, Article 2, Chapter 105 of the North
Carolina State Statutes, and any other section of the General Statutes so permitting,
there are hereby levied privilege license taxes in the maximum amount permitted on
businesses, trades, occupations or professions which the County is entitled to tax.
Section VIII. Animal Licenses
A license costing $5 for sterilized dogs and sterilized cats is hereby levied. A license for
un-sterilized dogs and a license for un-sterilized cats is $10 per animal.
Section IX. Board of Commissioners' Compensation
The Board of County Commissioners authorize that:
• Compensation of County Commissioners will be adjusted in fiscal year 2002-03
to reflect adjustments that the Board may establish for permanent Orange
County employees, during the 2002-03 fiscal year, for Cost of Living Adjustments
and In-Range Salary Increases, if there are any adjustments.
• Annual compensation for County Commissioners will include the County
contribution for health insurance, dental insurance and life insurance that is
provided for permanent County employees, provided the Commissioners are
eligible for this coverage under the insurance contracts and other contracts
affecting these benefits.
• Annual compensation for Commissioners will include a County contribution for
each Commissioner to the Deferred Compensation (457) Supplemental
Retirement Plan that is the same as the County contribution for non-law
enforcement County employees to the State 401(k) plan.
• Travel expense allowances for Commissioners will be established at $150 per
month for the Chairperson of the Board and at $125 per month for the other four
Commissioners.
Section X. Budget Control
General Statutes of the State of North Carolina provide for budgetary control measures
to exist between a county and public school system. The statute provides:
Per General Statute 115C-429:
(c) The Board of County Commissioners shall have full authority to call for, and
the Board of Education shall have the duty to make available to the Board of
County Commissioners, upon request, all books, records, audit reports, and
other information bearing on the financial operation of the local school
administrative unit.
The Board of Commissioners hereby directs the following measures for budget
administration and review:
That upon adoption, each Board of Education will supply to the Board of County
Commissioners a detailed report of the budget showing all appropriations by
function and purpose, specifically to include funding increases and new program
funding. The Board of Education will provide to the Board of County
Commissioners a copy of the annual audit, monthly financial reports, copies of all
budget amendments showing disbursements and use of local moneys granted to
the Board of Education by the Board of Commissioners.
Section XI. Encumbrances
Operating funds encumbered by the County as of June 30, 2002 are hereby re-
appropriated to this budget.
This budget being duly adopted this 27th day of June 2002.
Beverly Blythe, Clerk to the Board Barry Jacobs, Chair
Stephen Halkiotis, Vice Chair Margaret Brown
Moses Carey, Jr. Alice Gordon
Attachment 2. Adjustments to the Manager's Recommended 2002-03 Budget 6/27/2002
Revenues Increase I Decrease Expenditures Increase I Decrease
Manager's Recommended Revenue $122,850,400 Manager's Recommended Expenditure $122,850,400
Budget Budget
Reduction of State reimbursements $3,070,363 Increase funding for Social Safety Net $190,000
Decrease Recommended Property Tax $1,853,600 6 Month Hiring Freeze $740,000
Increase by 2 cents(from 4.5 increase to
2.5 increase making approved tax rate 83
cents[an increase of 2.5 cents over the
2001-02 rate)
Appropriated Fund Balance $216,063 Defer contribution to School/Park Reserve $308,000
Reduce funding allocation for the following Capital Projects Decrease contribution to Affordable $190,000
appropriated in prior fiscal years: Housing Initiative
Equipment and Vehicles $100,000 Delay County contribution to School Capital $924,000
Equipment Storage $139,150 Delay purchase of County vehicles and $811,250
computer equipment storage
Firearms Training $125,000 Reduce funding allocation for the following Capital Projects
recommended in FY 2002-03:
Justice Facility $295,000 Information Technology $160,000
Recreation&Parks Improvements $75,000 Lands Legacy Project $200,000
Utility Extension Development $165,000 NHSC $85,000
Loan Pool Reserve $75,000 Orange Enterprises $15,000
Orange Enterprises $10,500 Senior Centers $150,000
Whitted Human Services Center $60,000 Southern Human Services $170,000
Whitted Human Services Center $100,000
Total Revenue Changes $1,260,713 $4,923,963 Total Expenditure Changes $190,000 $3,853,250
Revised Revenue Budget 119,187,150 Revised Expenditure Budget $119,187,150
ATTACHMENT 3
Summary of Grant Project Ordinances
Fiscal Year 2002-03
2002-03 New
Grant Project Title Grant Funding
County Manager
Criminal Justice Partnership Program $217,021
Health
Dental Screening (Smart Start) $20,000
Community Based Public Health Initiative $33,315
Child Service Coordination (Smart Start) $49,100
Community Health Awareness (Smart Start) $47,100
Intensive Home Visiting $115,037
Aging
Senior Health Coordination $80,956
Total of all Grant Projects for 2002-03 $562,529
CAPITAL PROJECT ORDINANCES ATTACHMENT 4
FY 2002-03
Chapel Hill-Carrboro City Schools
Funding Thru FY FY 2002-03 Funding Thru FY
Project 2001-02 Appropriation 2002-03
Abatement Projects $85,000 $50,000 $135,000
Americans with Disabilities Act(ADA) $213,150 $25,000 $238,150
Athletic Facilities $1,307,387 $50,000 $1,357,387
Classroom/Academic Area Improvements $0 $120,000 $120,000
Doors, Hardware and Canopies $0 $218,123 $218,123
Electrical Systems $0 $125,000 $125,000
Elementary School#9 $12,560,784 $0 $12,560,784
Fire/Safety/Security Renovations $249,400 $540,000 $789,400
Indoor Air Quality Improvements $0 $75,000 $75,000
Mechanical Systems $995,490 $650,000 $1,645,490
Planning for Future Projects $0 $100,000 $100,000
Roofing Projects $938,626 $258,500 $1,197,126
Technology $6,832,502 $1,000,000 $7,832,502
Transportation Center Expansion $225,000 $100,000 $325,000
Window Replacements $0 $455,000 $455,000
Total Chapel Hill-Carrboro City Schools
Project Costs $23,322,339 $3,766,623 $27,088,962
CAPITAL PROJECT ORDINANCES ATTACHMENT 4
FY 2002-03
Orange County Schools
Project Funding Thru FY FY 2002-03 Funding Thru FY
2001-02 Appropriation 2002-03
Flooring Replacement $0 $54,000 $54,000
HVAC Upgrades and Improvements $0 $107,902 $107,902
Technology Application Project $7,240,200 $625,000 • $7,865,200
Cedar Ridge High School $27,960,000 $500,000 $28,460,000
Total Orange County Schools Project
Costs $35,200,200 $1,286,902 $36,487,102
•
CAPITAL PROJECT ORDINANCES ATTACHMENT 4
FY 2002-03
Orange County Projects
Project Funding Thru FY FY 2002-03 Funding Thru FY
2001-02 Appropriation 2002-03
Public Buildings and Equipment
Affordable Housing $1,337,500 $0 $1,337,500
Building Safety $103,451 $0 $103,451
Court Street Annex $130,000 $0 $130,000
Equipment and Records Storage $139,150 ($139,150) $0
Equipment and Vehicles Project $5,511,392 ($100,000) $5,411,392
Facilities Improvements $151,186 $0 $151,186
Government Services Annex $40,000 $0 $40,000
Handicapped Accessibility Project $55,000 $0 $55,000
Homestead Community Center $15,000 $0 $15,000
Information Technology $4,900,447 $170,000 $5,070,447
Livestock Scales Project $55,000 ($54,700) $300
Loan Pool Reserve $150,000 ($75,000) $75,000
New Courthouse Renovations Project $357,536 $0 $357,536
Northern Human Services Center Project $90,000 $140,000 $230,000
Northside Human Services Center Project $90,000 $0 $90,000
Old Courthouse Renovations Project $25,000 $50,000 $75,000
Orange Enterprises Capital Project $10,500 ($10,500) $0
Planning and Agriculture Building Capital
Project $141,900 $0 $141,900
County Facilities Roofing Projects $683,100 $100,000 $783,100
Senior Centers Reserve $200,000 ($200,000) $0
Skills Development Center Project $2,056,340 $0 $2,056,340
Southern Human Services Center(Phase 2) $10„000 $10,000 $20,000
Whiffed Human Services Center $638,542 ($60,000) $578,542
Total Public Buildings and Equipment
Project Costs $16,891,044 ($169,350) $16,721,694
CAPITAL PROJECT ORDINANCES ATTACHMENT 4
FY 2002-03
Public Safe
Funding Thru FY FY 2002-03 Funding Thru FY
Pro'ect 2001-02 A• •ro•riation 2002-03
Center $10,500 $0 $10,500
immimmiEMS/911
$125,000 $125,000 $0
Justice Facili Planning Pro'ect $625,000 $295,000 $330,000
Total Public Safe Pro'ect Costs $760,500 $420,000 340 50
Recreation and Parks
Efland-Cheeks Communi School Park $858,690 $0 $858,690
Fairview Communi Park Pro'ect $75,000 $0 $75,000
Parkland and Recreation Facilities $180,000 $75,000 $105,000
Trian•le S gods.lex Pro'ect $2,900,000 $400,000 $3,300,000
Total Recreation and Parks Pro ect Costs $4,013,690 X25 000 $4,338,690
Public Works
Fairview CIa Ca• Pro'ect $50,000 $36,000 $14,000
Total Public Works Pro ect Costs $50,000 $36,000 $14,000
i,.t` !-- m L'w..,,.i::.. ... *-37a - ,m..tw':::.:,-, h. ,ate:
Water, Land and Sewer Resources
Efland Sewer Extension $100,000 $0 $100,000
Resource Lands Conservation(Lands
Le.ac $8,739,577 $200,000 $8,939,577
Utili Extension Develo•ment Pro'ect $205,000 $165,000 $40,000
Total Water,Land and Sewer Resources $9,044,577 $35,000 $9,079,577
Total of Count Ca•ital Pro ects $30,759,811 $265,350 $30,494,461
7. , 7"' # .:1, ';;":7.',2:,',,:71',''-.:. ;
Grand Total for Ca•ital Pro'ects Costs $89,282,350 $4,788,175 $94,070,525
Attachment 5
Six Month Hiring Freeze Policy
Effective July 1, 2002
1. Coverage
Applies to non-critical permanent position openings totally or partially funded from the County
General Fund (Fund 10). This includes positions:
• Vacant as of July 1, 2002, or that
• Become vacant between July 1, 2002 and June 30, 2003.
Such freeze continues in effect until June 30, 2003 unless action by the Board of
Commissioners ends the freeze at an earlier date.
Employment offers extended by the Personnel Department prior to the freeze effective date
are honored.
2. Critical Openings
Critical openings are those required to maintain essential services such as those related to
public safety, health and protective services. These openings include those on the
Attachment 3 list of job classifications and others as designated by the County Manager.
• For an opening in a classification designated as critical, the department may proceed
immediately to begin the recruitment and selection process when it becomes aware of the
pending vacancy and fill the position as soon as possible.
• For an opening in a classification not shown on the critical list which the department head
believes should be treated as a critical opening, the department head submits a written
request to the County Manager (through the Personnel Director)for approval to fill the
position. The Manager determines whether urgent operating needs require that the
position be filled prior to the end of the freeze period and, if so, authorizes the department
to fill the opening.
3. Freeze Period
For any non-critical opening, a new employee may not begin work in the vacant position until
the first of the month six months following the separation date of the previous incumbent. For
• example:
• For a vacant position as of July 1, 2002
✓ If the employee's separation effective date is May 15, 2002, the earliest date a
new employee may begin work in the position is December 1, 2002.
✓ If the employee's separation effective date is June 21, 2002, the earliest date a
new employee may begin work in the position is January 1, 2003.
• For a vacant position occurring during 2002-03
✓ If the employee's separation effective date is July 15, 2002, the earliest date a
new employee may begin work in that position is February 1, 2002.
✓ If the employee's separation effective date is January 9, 2003, the earliest
date that a new employee may begin work in that position is July 1, 2003.
✓ If the employee's separation effective date is May 15, 2003, the earliest date
that a new employee may begin work in that position is July 1, 2003.
4. Recruitment Process
For a non-critical opening, the department head may initiate the recruitment and selection
process no earlier than two months prior to the freeze ending date for the opening and no
employee may begin work in the position prior to the ending date of the required freeze
period. Note: For openings that may be hard to fill and require an extended recruitment
period, the Personnel Director may authorize an earlier recruitment beginning date.)
5. Lapsed Salaries
The lapsed salaries generated by the position vacancy may not be used for another purpose
such as temporary employment or overtime wages.
6. Temporary Employment
An employee may not be hired as temporary with the contingency that he or she will become
permanent at the end of the freeze period.
Attachment 5
Critical Position Classifications
Animal Control Officer
Child Protective Services Social Worker
Child Protective Services Supervisor
Code Enforcement Officer III
Deputy Sheriff I
Deputy Sheriff II
Deputy Sheriff/Investigator
Deputy Sheriff/Sergeant
Deputy Sheriff/Lieutenant
EMT Paramedic
EMS Assistant Supervisor
EMS Supervisor
Environmental Health Specialist
Erosion Control Officer I
Erosion Control Officer II
Family Nurse Practitioner I
Family Nurse Practitioner II
Jailor/Matron
OPT Driver
Public Health Nurse I (Performing clinical duties only)
Public Health Nurse II (Performing clinical duties only)
Public Health Nursing Supervisor
Solid Waste Collector
Solid Waste Center Operator
Social Worker III (Performing Adult or Child Protective Services only)
Telecommunicator I
Telecommunicator II
Telecommunicator Shift Supervisor
Others classifications or individual positions as designated by the County Manager
Attachment 6
Personnel Ordinance Revisions
(Changes Shown In Bold)
In Range Salary Increases (Article V, Section 7.0)
7.0 In-Range Salary Increase (In-Range Salary Increases are suspended
effective July 1, 2002 for employees with WPPR Review Dates of
July 1, 2002 and after)
Meritorious Service Awards (Article V, Section 8.0)
8.0 Meritorious Service Awards (Meritorious Service Awards are
suspended effective July 1, 2002 for employees with WPPR Review
Dates of July 1, 2002 and after)